MCCLELLAND EDUCATIONAL PRIVATE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MCCLELLAND EDUCATIONAL PRIVATE FOUNDATION (EIN 84-5167674)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202313189349104981
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-14T15:47:02-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN020325043PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1McLane Middleton Professional AssocBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 326AddressLine1Txt
CityManchesterCityNm
State AbbreviationNHStateAbbreviationCd
ZIP031050326ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN845167674EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1McClelland Educational PrivateBusinessNameLine1Txt
Business Name Line2FoundationBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMCCLBusinessNameControlTxt
Phone6033914384PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112 Reservoir DrAddressLine1Txt
CitySouthboroughCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01772ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGeorge McClellandPersonNm
Person TitlePresidentPersonTitleTxt
Phone6033914384PhoneNum
Signature2023-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGeorgePersonFirstNm
Person LastMcClellandPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJohn E Rich JrPreparerPersonNm
PTINP03109164PTIN
Phone6036256464PhoneNum
Preparation2023-11-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$137,851FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$211,685ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,588DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,588DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,771NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$137,660GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$65,572CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$218,044TotalRevAndExpnssAmt
Total Net Invst Incm$67,160TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$5,667LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,838TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$506OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,011TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$72,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$72,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$80,511TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$72,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$137,533ExcessRevenueOverExpensesAmt
Net Investment Income$67,160NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$6,615SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$137,851SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$137,851SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$21,203CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Total Assets BOY$27,818TotalAssetsBOYAmt
Total Assets EOY$137,851TotalAssetsEOYAmt
Total Assets EOYFMV$137,851TotalAssetsEOYFMVAmt
Other Liabilities BOY$27,500OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$27,500TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$318RetainedEarningBOYAmt
Retained Earning EOY$137,851RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$318TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$137,851TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$27,818TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$137,851TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$318TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$137,533ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$137,851SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$137,851TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Oracle Corp - 400 shsD2020-04-242022-01-26$32,404$88$32,316$32,316
Oracle Corp - 50 shsD2022-01-262022-04-08$4,066$11$4,055$4,055
Oracle Corp - 150 shsD2022-01-262022-08-02$11,548$33$11,515$11,515
Oracle Corp - 300 shsD2022-01-262022-08-23$22,898$66$22,832$22,832
Moderna Inc - 100 shsD2022-08-232022-08-24$14,269$14,378-$109-$109
Moderna Inc - 400shsD2022-08-232022-09-26$52,475$57,512-$5,037-$5,037
FieldValueIRS element (for citing)
Capital Gain Net Income$65,572CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$934InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$934SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$934TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$920EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$100ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,020TotalPaymentsAndCreditsAmt
Es Penalty$5EsPenaltyAmt
Overpayment$81OverpaymentAmt
Applied To ES Tax$81AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNHOrgReportOrRegisterStateCd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1George McClellandBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6033914384PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112 Reservoir DriveAddressLine1Txt
CitySouthboroughCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01772ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
George McClelland
12 Reservoir DriveSouthboroughMA01772President0.50$0$0$0
Robert Saltmarsh
1072 Ocean BoulevardHamptonNH03842Vice President0.50$0$0$0
Geordie McClelland
601 Franklin StreetCambridgeMA02139Director0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$26,845AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$42,156AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$69,001TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$69,001AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,035CashDeemedCharitableAmt
Net Vl Noncharitable Assets$67,966NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,398MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,398MinimumInvestmentReturnAmt
Tax Based On Investment Income$934TaxBasedOnInvestmentIncomeAmt
Total Tax$934TotalTaxAmt
Distributable Before Adj$2,464DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,464DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,464DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$72,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$72,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,464DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$21,852ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$102,409ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$124,261TotalExcessDistributionCyovAmt
Qualifying Distributions$72,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,464AppliedToCurrentYearAmt
Remaining Distri From Corpus$70,036RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$194,297TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$194,297ExcessDistriCyovToNextYrAmt
Excess From Year2$21,852ExcessFromYear2Amt
Excess From Year1$102,409ExcessFromYear1Amt
Excess From Current Year$70,036ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGeorge McClellandContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGeorge McClellandRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line112 Reservoir DriveAddressLine1Txt
CitySouthbouroghCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01772ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6033914384RecipientPhoneNum
Form And Info And MaterialsPersonal letter from the student describing why the student should be selected and agreeing to the terms of the scholarshipFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsApplicants come from disadvantaged neighborhoods where they have been identified as "most at risk". Selected scholar must agree to maintain a C average.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Eliel Teruel
11A Wales Street 20DorchesterMA02124NoneIEducational Scholarship$2,500
Keisha Gamble
133B Lucerne StreetDorchesterMA02124NoneIEducational Scholarship$2,500
Karma Freeman
14 Althea Street Apt 3DorchesterMA02122NoneIEducational Scholarship$2,500
Miguelangel Guerrero
1463 Blue Hill Ave Apt 3MattapanMA02126NoneIEducational Scholarship$2,500
Katherine Then
19 Washington Street Apt 16DorchesterMA02121NoneIEducational Scholarship$2,500
Kahleel Kennedy
20 Adams DriveRandolphMA02368NoneIEducational Scholarship$2,500
Ashley Rosario
214 Harvard Street 3HDorchesterMA02124NoneIEducational Scholarship$2,500
Darren Roberson
24 Oneida AvenueBrocktonMA02301NoneIEducational Scholarship$2,500
Toren Roberson Jr
24 Oneida AvenueBrocktonMA02301NoneIEducational Scholarship$2,500
Jayln Hayden
25 Manila StreetHyde ParkMA02136NoneIEducational Scholarship$2,500
Taylon Rowell
3 Stockton Street Apt 2DorchesterMA02124NoneIEducational Scholarship$2,500
Harrington Idahosa
4 Henrici StreetMattapanMA02126NoneIEducational Scholarship$5,000
Andre Jones
47B Norfolk StreetDorchesterMA02124NoneIEducational Scholarship$5,000
Echezona Dawena
54 Fowler Street Apt 1DorchesterMA02121NoneIEducational Scholarship$2,500
Jendayi William
56 Rexford StreetMattapanMA02126NoneIEducational Scholarship$2,500
Charnae Randolph
619 Norwest DriveNorwoodMA02062NoneIEducational Scholarship$2,500
Juliannie Ayala
65 Bryon AvenueBrocktonMA02301NoneIEducational Scholarship$2,500
Yadhirys Beato
36 Crawford St Apt 4DorchesterMA02121NoneIEducational Scholarship$2,500
Elianny Lopez
71 Fanueil Street Apt 207BrightonMA02135NoneIEducational Scholarship$2,500
Andres Pinto
76 Poplar Street Apt 1RoslindaleMA02131NoneIEducational Scholarship$5,000
Bryan Mora
78 Weaver Way Apt 3RoxburyMA02119NoneIEducational Scholarship$2,500
Ramon Perez Jr
86 Dummer StreetBrooklineMA02446NoneIEducational Scholarship$2,500
Sarai Pereira
86 Wood StreetLexingtonMA02421NoneIEducational Scholarship$2,500
Shayla Massiah
9 Bow Street Apt 2TauntonMA02780NoneIEducational Scholarship$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$72,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,588ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,771ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$6,359ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,359TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
George McClelland
112 Reservoir DriveSouthboroughMA01772$100,000Yes (X)
George McClelland
212 Reservoir DriveSouthboroughMA01772$39,795Yes (X)
George McClelland
312 Reservoir DriveSouthboroughMA01772$71,890Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
2Oracle Stock - 500 shs$39,7952022-01-26
3Moderna Stock - 500 shs$71,8902022-08-23

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal and tax return preparationCategoryTxt
Legal Fees$5,667LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMiscellaneousDesc
Revenue And Expenses Per Books$506RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescNon-cashed grant distributionsDesc
BOY Book Value$27,500BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal excise taxCategoryTxt
Amt$1,838Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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